The QuickBooks Exit Ramp

Leaving QuickBooks? Or just done paying for it? Your AI sets your books free.

Export the QuickBooks ZIP and upload it to your AI. FinStat unpacks it into the chart of accounts and bank statements behind your books — review them with your agent, move to Xero or any double-entry system, or rebuild in FinStat under as many charts of accounts as you like. No monthly fee.

Connect FinStat →1M tokens free · no credit card

Export one ZIP. Say “rebuild my books.”

Exit it, analyze it, or store it. Your books, your call.

Total Assets · rebuilt

$54,055

Net Income · rebuilt

−$945

Trial Balance · balanced

$55,000

Discrepancies

Figures from the Hillside Ranch sample case — a fictional business — every transaction tied to its real source document, balanced and review-ready.

Pick your setup. Books in minutes.

FinStat needs an AI that can open files or folders on your computer — not just a connector in Settings. Seeing FinStat’s tools is not the same as FinStat being able to access the files you want it to.

Your computer

Setups that can reach your files

Claude Code

verified on Windows

Reads the folder you launch it in

Run thisclaude mcp add --transport http finstat https://mcp.finstat.ai/mcp

Open Claude Code in the folder that holds your documents.
Run the command above — it installs FinStat directly, no prompting needed.
Sign in when the browser opens — your free 1M tokens load automatically.
Ask it to run your books on the files in that folder.

You don’t need real statements or documents to learn FinStat. Say “Run FinStat Tutorial” or “Get Started” — your AI can make sample documents and walk you through all of it.

Working in a browser tab?

To run books, use a desktop AI that can reach your files. Browser chat alone isn’t enough for FinStat — even if FinStat appears under your connectors.

Claude Desktop Cursor

We only list setups we’ve run books on ourselves. Verified as of 2026-07-20.

No API keys
No credit card
1M tokens free

It really is that easy.

What is MCP?

The parts that eat your evening. FinStat catches every one.

PAIN_01

Exiting: years of history are locked in QuickBooks' format, and moving to Xero, Sage, or FinStat means re-keying it all. So you stay — and keep paying.

PAIN_02

Analyzing: your books are in there, but your AI can't see them. Converted into a chart of accounts and statements, your agent can finally read, query, and explain your numbers.

PAIN_03

Storing: closed and inactive companies still cost ~$50 a month just to keep their books readable. Upload the ZIP once, store the files locally, and stop paying rent on dead data.

Exit it. Analyze it. Store it.

Millions of QuickBooks subscriptions exist only to store the books of closed or dormant companies — about $50 a month for data nobody touches. The Exit Ramp converts those books into files you keep locally or submit to FinStat when you need them. No activity, no fees.

Three steps. Every one secure.

Connect once.

Paste the FinStat connector into your AI host (Claude, Cursor, etc.). Sign in — your free tokens load. No card. Then say: help me get started.

Scoped sign-inYou authenticate with FinStat — your AI never handles your password, and the connector is scoped to the accounting task.

Upload the ZIP.

Use the Export function in QBO settings to get a ZIP file of your books, put it in a folder, and point your AI to it: here is my QuickBooks zip file.

Task-scoped dataYour statements are used only to do the job you asked for — not sold, not shared.

Ask for any report.

“Give me a CSV for Xero.” “Export every account to OFX.” “Show the full chart of accounts.” Clean, import-ready files, in chat.

Nothing off-screenEvery transaction, entry, and assumption shows up in the conversation — your session is the working record, so you can question any number and correct it on the spot.

Built by the BadBank.ai team — the same people who have been turning financial PDFs into accounting data since 2024.

Patents pending